Customize and Extend Microsoft Dynamics CRM Technology

Technology professionals find Microsoft Dynamics CRM easy to customize and build on. You can:   Seamlessly integrate Microsoft Dynamics CRM with other Microsoft software and third-party solutions.

Business Process Automation: Reduce Costs, Increase Results

 

Many companies face obstacles in fully integrating business process automation CRM solutions into their organizations. But we designed Microsoft Dynamics CRM to synthesize with existing systems, giving employees access to familiar tools. This can lower training costs, decreased ramp-up time, and fewer frustrations resulting in greater user adoption. Take advantage of:

• Organization and personnel level workflows
  
• Extensible workflow model (for on-premise and partner-hosted offerings)
  
• Custom workflow actions
  
• Business Logic Extensions: event-based plugins with pre- and post-events on all platform executions
  
• Client-side form events, enabling features like drop-down fields that auto-adjust with user selections
  

CRM Security: Information is Power—Data Management Is Easy

 

Customizing and controlling data access has never been simpler. Microsoft Dynamics CRM Provides a comprehensive CRM security model based on roles and privileges so you can easily customize and control access to data by job roles and task needs. Features include:

• Integrated security via single sign-on or Live ID
  
• Role-based security settings for easier management
  
• Custom-added entities work within the security model just like entities shipped in the box
  
• Sharing/delegation for objects/records, to individuals or teams
  
• Direct access to data via filtered SQL views that automatically determine users' roles and privileges and only returns data they have access to
  

Data Model Extensibility: A CRM Solution that Grows with Your Business

 

Microsoft Dynamics CRM contains the mechanisms for expanding and enhancing the system with new capabilities and technology without requiring major infrastructure changes, so you can count on it to support your organization for a long time to come. Possibilities include:

• Custom entities and attributes (a.k.a., objects and properties)
  
• Custom object relationships, such as 1:N (many); N:1; and N:N (new to 4.0 version) allowing you to model virtually anything
  
• Object hierarchies (self-referential)
  
• Infinite relationships between objects
  

Service-Oriented Architecture: Connect for Success

 

Build rich integrations across your organization with a centralized, easily discoverable set of web services. Web services in Microsoft Dynamics CRM are connected through a common integration framework across business systems, applications, and processes. You can benefit from:

• UI extensibility (including custom navigation panes and buttons which can call custom ASPX pages from within CRM in order to persist data into CRM)
  
• Completely Web services-enabled platform, even on custom entities/attributes, so it's accessible from any other system capable of making web service calls
  
• All offerings of Microsoft Dynamics CRM push/pull data from other systems
  
• Real-time transactions with other business applications through real-time platform events (On-Premise only)
  

CRM Technology Helps Businesses of All Sizes

 

Whether you have a few employees or a few thousand, Microsoft Dynamics CRM can benefit your customer-driven business. Learn how other businesses like yours have used Microsoft Dynamics CRM to get a competitive edge.